Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.
Wealthtrack Episodes
MARKET BEATING VALUE INVESTORS: THE NEXT GENERATION
Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value investor Bill Miller, and Samantha McLemore, his Co-Portfolio Manager on the Miller Opportunity Trust fund.
51% OF PERSONAL WEALTH IN THE U.S. IS CONTROLLED BY WOMEN
Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance.
WATCH NOW…
FOLLOW BUFFETT’S INVESTMENT PRINCIPLES: GREAT INVESTOR TOM RUSSO CONTINUES TO DO SO
Berkshire Hathaway stock has underperformed the S&P 500 for the past decade. By a recent calculation, Berkshire’s stock has risen by nearly 260% versus the market’s more than 300% advance in the decade ended in 2018.
Despite Berkshire’s stunning record since 1965, 21% compounded annualized gains, this is not the first time that the company’s shares have underperformed the market for a decade. It’s happened several times in recent years.
Are Berkshire Hathaway’s best years behind it? Great investor and long-time holder, Tom Russo responds.
THE CULTURE OF VALUE INVESTING FROM BEN GRAHAM’S & WARREN BUFFETT’S FORMER BROKERAGE FIRM
Classic value-investing delivering modern outperformance. In a WEALTHTRACK exclusive, Tweedy, Browne’s senior portfolio managers explain their Ben Graham/Warren Buffett approach.
HOW DO YOU APPLY SOCIALLY RESPONSIBLE INVESTING PRINCIPLES TO YOUR PORTFOLIO?
As it’s currently fundraising season on public television WEALTHTRACK might not be airing on your local station, so we are revisiting a recent interview on the topic of impact investing.
NEW THIS WEEK… In this week’s EXTRA feature we’ll share a link to a report about how you apply socially responsible investing principles to your portfolio from the forum for sustainable and responsible investment. It is a roadmap for professional investors which is also useful for individuals and anyone managing money.